Investments

LAKE AREA FINANCIAL SERVICES

Helping work towards the future you want.

Lake Area Financial Services

When it comes to your financial dreams, taking action is vital to your success. But that’s not always easy. You know where you are – and where you want to go. Our aim is to help you get there. As experienced financial professionals, we are committed to making your journey toward financial success as easy as possible.

To learn about Lake Area Financial Services, our products and team of professionals, 

Upcoming Events

Social Security Time Clock

Understanding Social Security

What does the future hold for Social Security?
Please join us to learn why social security benefits are part of a complete retirement plan.

During this complimentary event, you’ll learn:
  • The benefits of “waiting” to take Social Security
  • How will continuing to work affect your Social Security Benefits?
  • What is the overall health of Social Security?
  • The coordination of benefits for married couples

Wednesday, October 16
5:30-6:30pm
Lake Area bank, 1400 E Highway 96, White Bear Lake
Light refreshments provided

This is a FREE workshop open to the community.  Space is limited and registration is required.  To register, contact Becky at Lake Area Financial Services at 651-762-6082, or register online at www.lakeareafinancial.com/events
Lake Area Financial Services logo
Lake Area Financials Logo

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, MD, MN, NE, ND, UT, TN, WA, WI

Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Lake Area Bank deposits and are not FDIC insured. These products are not obligations of the Lake Area Bank and are not endorsed, recommended or guaranteed by Lake Area Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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  • You are about to leave lakeareabank.com

    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.

  • You are about to leave lakeareabank.com

    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.

  • You are about to leave lakeareabank.com

    From time to time, we provide links to other websites for the use of our customers, which have been compiled from internal and external sources. By clicking “continue” below, you will be opening a new browser window and leaving our website. Although we have reviewed the website prior to creating the link, we are not responsible for the content of the site.